Use this form to create and manage a hierarchical product group structure by using an appropriate number of levels. You can add the products to the Customer self-service Web application (the customer role in the Enterprise Portal).

The following tables provide descriptions for the controls in this form.

Note

The top part of the Product groups form is a view only section where you can view your current product group structure. Below this section, you find the two panes: the upper pane and the lower pane. These two panes are described in the following sections.

Use the upper pane to create product groups. Add product groups by pressing CTRL+N. Use the Type field to define the group as a group node or item node. The Group node type is used to generate the overall structure, whereas the actual items from the inventory list are attached to the item node type. The Top node field indicates whether the group node or the item node is a top node, the highest level in a hierarchy.

Note

If a funnel icon appears in the Selection field, a selection criterion for the item node (only available for item nodes) has been defined in the Select items form.

The information displayed in the lower pane depends on whether you select the Group node, or Item node in the upper pane. You typically select a top node in the upper pane (product group). When you create a top node, you must add relations in the top node. Because the top node is usually a group node ,unless you only have one level, you can only create component groups in the lower pane. Component groups are actually product groups that you want to reside in the selected group node in the upper pane. When you add component groups to a group node you can only select components groups that are available as product groups in the upper pane. These are either group nodes or item nodes.

When the relation to a product group of the type item node is created, the layout of the bottom pane automatically changes to one that creates and displays all items that are attached to the current item node. You add items to the item node either by adding a new line and then selecting the item or you can add items by clicking Select items.

View or modify the unique identification details of the product group that is selected on the Overview tab.

Where-used

View the product group that the selected product group belongs to in the tree hierarchy.

Graphics explanation

View an explanation of the various icons and graphics that are used on the form.

Tree structure

View a graphic illustration of the tree structure from the current node and downward in the hierarchy. By default, the first subordinate level is displayed, but you can open and close additional levels by clicking the + and - symbols.

Updates the internal structures in Microsoft Dynamics AX after you have added or edited product groups. If you have created new product groups or edited existing product groups you must update before you close the form.

Presentations

Attach presentations to product groups and items. In the Presentations form you can add text and an image to each product group and item.

Select items

Add items or view the selection of items for the current node.

Note

The selection of items is based on item attributes. This means that if you update the item attributes, then the batch job will refresh the list of items in the node accordingly.